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INDEPENDENT RESEARCH AND RISK ADVISORY LLC
Strategy | Risk Advisory | Transformation | FinTech | CCAR | DFAST | IHC | Stress Testing | FRTB | ERM
VALUE PROPOSITION: OBJECTIVITY - TRANSPARENCY - RESULTS
FRTB – CCAR – DFAST – Stress Testing – PPNR – CVA – Structured Products
Various Speaking Engagements
NYC - Washington, DC - Miami - Tampa - Orlando - Boston - London
Speaker - ALLL Expert Panelist: "The Benefits to a Proactive Approach to Transition to CECL", at the "Current Expected Credit Loss Conference", a Financial Republic Event; Miami, FL; (May 30th-31st, 2017).
FinTech White Paper and CCAR FP&A Blog: https://www.anaplan.com/papers/a-2-quantum-leap/ and https://www.anaplan.com/blog/ccar-new-twists-road/
FRTB Masterclass Workshop Leader: "Fundamental Review of the Trading Book: The P&L Attribution Test", a GFMI Marcus Evans Event; NYC; Feb 15, 2017.
Speaker: "How to Prepare for the Next CCAR", at "Stress Testing for Insurers", an Incisive Training event; NYC; Nov 29-30, 2016.
Guest: "The 4th Annual Structured Products Washington D.C. Conference", The Washington Court Hotel; Washington, DC; Nov 9, 2016.
Speaker: "State of the Financial Services Industry and Technology Challenges", The "Anaplan SMART BUSINESS TOUR 2016", sponsored by Deloitte; NYC; Sept 22, 2016. https://www.anaplan.com/smartbusinesstour/
Speaker: "Structured Products Meets CCAR | DFAST Stress Testing: Models and Technology Challenges", Structured Products Americas, 2016, an Incisive Media event; Coconut Grove, Florida; May 19-20, 2016.
Speaker: "The Role of Internal Audit in Stress Testing: CCAR and PPNR Reporting Accuracy (Model Governance, Data, Controls)", at the "2nd Annual Stress Testing Conference" in Miami, FL; Apr 25-26, 2016 sponsored by Protiviti.
Speaker-Panelist: "FRTB Conference: Towards Practical Implementation – CVA" in NYC; Mar 10-11, 2016 hosted by WBS-World Business Strategies.
3Q2015 Interview by Risk Magazine: http://www.risk.net/risk-magazine/feature/2432874/ccar-leaves-modelling-teams-short-of-time-and-staff.
CVA Masterclass Workshop Leader: "3rd Annual Derivative Funding and Valuation Forum: Incorporating Capital and Collateral Costs in Practical Derivative Pricing Strategy – Managing the CVA Project: Setup, Application, Review and Strategic Direction", a GFMI Marcus Evans Event; NYC; Mar 3, 2014.